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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
Boston Trust Walden
Boston Trust Walden
Massachusetts
$29.2M -$582K 1 0.43% Reduced
277
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$29.2M -$438K 1 0.57% Reduced
278
RCM
Riverhead Capital Management
Delaware
$29.1M -$7.39M 1 0.44% Reduced
279
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$29.1M -$6.74M 1 0.36% Reduced
280
IRF
IBM Retirement Fund
New York
$29M -$55.8K 1 0.55% Reduced
281
CP
Cumberland Partners
Ontario, Canada
$29M -$15.8M 1 3.19% Reduced
282
SFM
Stack Financial Management
Montana
$29M +$1.33M 1 3.5% Increased
283
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.8M +$3.57M 1 0.35% Increased
284
PTC
Philadelphia Trust Company
Pennsylvania
$28.8M +$1.49M 1 2.2% Increased
285
Fidelity International
Fidelity International
Bermuda
$28.5M +$20.9M 1 0.09% Increased
286
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$28.4M -$50.1M 1 0.01% Reduced
287
SW
SVB Wealth
Massachusetts
$27.8M -$4.36M 1 0.9% Reduced
288
HCM
Highfields Capital Management
Massachusetts
$27.7M $0 1 0.25% Maintained
289
Cincinnati Insurance
Cincinnati Insurance
Ohio
$27.6M $0 1 1% Maintained
290
Andra AP-fonden
Andra AP-fonden
Sweden
$27.5M -$7.27M 1 0.78% Reduced
291
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$27.5M +$332K 1 0.62% Increased
292
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$27.4M -$81.8M 1 0.3% Reduced
293
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$27.3M +$3.73M 2 0.56% Increased
294
BIM
Barton Investment Management
Pennsylvania
$27M -$719K 1 9.95% Reduced
295
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$26.6M -$2.09M 2 0.87% Reduced
296
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$26.4M -$125M 2 0.15% Reduced
297
RG
Renaissance Group
Kentucky
$26.4M +$1.58M 1 1% Increased
298
LPL Financial
LPL Financial
California
$26.1M +$195K 2 0.13% Increased
299
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$26M -$1.68M 1 0.6% Reduced
300
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$25.6M +$1.18M 1 0.49% Increased